Senior Tax Associate (Tax Compliance Manager)

Job Description

Job Description

About Collective :

Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get, so they can focus on their passion, not paperwork.

Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google's Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft.

About the role :

As part of the Tax team, you will play a vital role as a trusted tax accountant to our beloved customers and our Member Relations team. You will have the ability to manage a portfolio of customers and contribute significantly to the organization. Your impact will be felt from the brand to the bottom line. Beyond just the business, you will be a valuable liaison between tax management and junior staff on the Collective team.

If you relate to the difficulties of being self-employed, navigating the world of setting up entities, keeping the books, getting taxes done, and want to join a smaller team, read on.

What you'll do :

• Understand our clients' financial background, financial goals, and help our team identify optimization opportunities.
• Minimal client facing responsibilities.
• Review, deliver, sign, and file member's business tax returns.
• Consistently deliver high-quality results that align with both project requirements and organizational objectives while upholding Federal and State compliance requirements.
• Support our team of tax professionals assisting with their day to day tasks ensuring their continuous growth.
• Mentor, train and provide feedback to junior tax staff on the team.
• Balance immediate project needs with the broader, long-term goals of the organization, ensuring tactical actions support strategic direction.
• Effectively communicate updates or changes to clients and internally across the organization facilitating understanding and engagement across diverse audiences.
• Research and analyze tax laws, regulations, and policies to produce comprehensive and accurate technical memos. Present findings and recommendations in a professional manner to senior leadership and relevant stakeholders.
• Maintain up-to-date knowledge of changes in tax laws and their impact on the organization's compliance requirements.
• Assist in developing strategies for optimizing the company's overall tax posture, while maintaining compliance with applicable tax laws.
• Collaborate with legal and other departments to ensure alignment on tax-related matters and to address complex issues.
• Serve as a subject matter expert on tax-related matters and be a point of contact for colleagues across the organization seeking advice or clarification.
• Prepare periodic reports on tax compliance status, potential risks, and opportunities for senior management.

What you'll bring :

What we offer :

We provide salary ranges for each role to give you a transparent view of potential compensation. Final offers are determined based on the skills, experience, and qualifications, as demonstrated throughout the interview process.

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Equal Employment Opportunity

At Collective, we celebrate and support differences, knowing they make us stronger as a team and community. We are committed to building a workplace that values diverse backgrounds, perspectives, and skills. Inclusivity helps us do our best work and create the greatest impact. Collective is proud to be an equal opportunity employer.